Bagi sesiapa yang ingin bersedekah kepada rumah anak yatim ni, jemputlah membaca tweet ini ya..
Rumah ni menjaga & melindungi seramai 25 orang anak yatim, anak asnaf, dan yang tiada waris. Ada satu masa dulu rumah ni pernah viral kerana beberapa influencer pernah datang untuk memberi liputan & bantuan.
Tapi mereka kata tak lama lepas tu bantuan luar semakin sunyi sepi.. Tinggal seorang sahaja artis tanah air yang kerap bantu mereka. Comel kan adik adik ni? Mereka satu bumbung, tapi semua ada cerita yang berbeza..
Nama rumah ni Rumah Perlindungan Nur Qaseh. Oleh kerana kami akan menghantar bantuan kesini pada minggu depan, kami ingin mengajak sesiapa yang nampak post ini untuk selitkan juga sedekah makanan ya. Semoga banyak makanan yang diterima adik-adik ni β€οΈ
Sedekah Makanan :
ππ» https://t.co/WxOjNvQ7pI
ππ» https://t.co/WxOjNvQ7pI
ππ» https://t.co/WxOjNvQ7pI
This evening I went to 3 different 99speedmarts, 1 giant store, 1 local mart and there were no 2L bottle of Farm Fresh milk.
I read that in the news 2 weeks ago and there was a shortage then. But supply came back so I thought that things have improved until today.
Farm Fresh had previously publicly confirmed that there is no shortage of milk.
The shortage is in the plastic bottles.
Farm Fresh sources its PET bottles from three different Malaysian suppliers. All three are currently unable to secure enough raw material.
Here is how it actually works.
The bottles are made from PET resin. PET resin is made from two petrochemical feedstocks, both derived from crude oil and natural gas.
The Middle East is one of the world's largest exporters of these feedstocks. About 84% of Middle East polyethylene capacity and 6.5 million tonnes of ethylene glycol exports depend on the Strait of Hormuz to reach Asia.
The Strait has been effectively closed for weeks due to the ongoing conflict.
The downstream effect has been fast.
Farm Fresh's COO Azmi said that PET resin prices in Asia have nearly doubled, from around RM4,000 per tonne to about RM8,000 per tonne.
Lead times for raw materials have stretched by two to eight weeks.
Bottle manufacturers in Malaysia typically hold two to three months of resin stockpile. That buffer is running out.
Why Farm Fresh specifically went empty first?
Farm Fresh uses 1-litre and 2-litre PET bottles as its signature format.
Farm Fresh has publicly said they are shifting production to paper cartons and UHT packaging as a backup. They expect bottle supply to stabilise within two to three weeks. This was confirmed as I was able to secure 1L paper carton Farm Fresh milk today.
Now, the hoarding part.
Azmi himself said there is "some element of hoarding in the market." He did not name who.
Who is hoarding. Howmuch is being hoarded. I don't know. Is it a deliberate price manipulation or just defensive stockpiling. I don't know.
What follows is all speculation on possible reasons.
Possible reason 1. Resin traders holding inventory.
If you bought resin at RM4,000 last month and the market price is now RM8,000, selling today means losing out if prices climb further. Holding inventory and releasing it gradually is standard commodity market behaviour when prices are rising fast.
Possible reason 2. Bottle manufacturers over-ordering.
When a manufacturer sees scarcity coming, the rational move is to secure more than you need. If you normally keep 2 months of stock, you try to secure 4 or 6 months. This looks like hoarding from the outside but it's defensive buffering.
Possible reason 3. FMCG companies over-ordering bottles.
Same logic as above, just one layer down. A beverage company that normally orders 1 million bottles might place orders for 3 million to secure supply, even if they can only use 1 million. So think of it as Farm Fresh competitors buying up supply quicker than them. That's also possible.
The combined effect is called the bullwhip.
Each layer of the supply chain adds a defensive buffer.
Real supply from the Middle East might be down by a certain percentage, but by the time that signal travels through traders, resin importers, bottle manufacturers, and FMCG buyers, the apparent shortage at the consumer shelf looks much worse than the actual upstream drop.
Again, I don't know which layer is driving the current shortage the most. This is just how the mechanism works in theory.
What I find interesting.
The milk on your shelf depends on a geopolitical event 7,000 km away, and a just-in-time inventory model that assumes peacetime.
Every product in a PET bottle has the same dependency. Cooking oil, shampoo, mineral water, soft drinks, detergent, sauce bottles.
Let's just hope that this shortage can be resolved quickly.
Sources:
https://t.co/wlPCeyap84
https://t.co/EjeP1M8plL
https://t.co/E8gbkedSeW
βmakanlah.β sambil tertunduk lesu lelaki tua itu mengambil sebungkus plastik yang dibawa si kucing. βinilah janji Allah,β lanjut si kucing mengeong.
Disebabkan tweet ini viral semalam dan ramai kata teh herba Koong Woh Tong bagus, saya pun cuba π. Kebetulan hari ini tekak saya sakit akibat cuaca panas, jadi saya order jeli dan teh herba.
Ada sijil halal JAKIM. Tadi saya pergi pun ramai juga pelanggan bukan Cina.
Cukup. Aku nangis sebab aku pernah berada kat titik terendah akak ni. Cari duit for survive je. bila sebut 50-60 orang nak support, sorry i couldnt hold it anymore.
Allah bantu ππ§‘
Tengah termenung tengok jam ke tu. Sabarr jom kita buat Bandung Cincau Soda & Cucur Crabsticks
Bandung sejuk yang fizzy lalu kat tekak bersama dengan cucur yang rangup krup krap. Sangat senang budak-budak pun boleh buat π₯°